Beta Bionics, Inc.

Beta Bionics, Inc.

BBNX·NASDAQ

$13.46

+5.3%
HealthcareMedical - Equipment & Services

Beta Bionics, Inc., a commercial-stage medical device company, engages in the design, development, and commercialization of solutions to enhance the health and quality of life of insulin-requiring people with diabetes. It offers iLet Bionic Pancreas, an insulin delivery device for the treatment of type 1 diabetes in adults and children six years of age and older. The company is also developing Patch Pump, an insulin pump that is designed to adhere directly to the skin and administer insulin without the need for tubing; Bihormonal iLet, which combines automated delivery of insulin and glucagon; and iLet to treat people with insulin-dependent type-2 diabetes. It has collaboration and license agreement with Xeris Pharmaceuticals, Inc. (Xeris) to develop and commercialize a pump-compatible glucagon formulation; and development and commercialization agreement with Abbott Diabetes Care Inc. to develop and commercialize an automated insulin delivery system. The company was incorporated in 2015 and is based in Irvine, California.

At a Glance

Live Snapshot
Market Cap$599.87M
EPS-1.8100
P/E Ratio-7.44
Earnings Date08/04/2026
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Beta Bionics, Inc. Street Expectations Map

BBNX · NASDAQ

Wall Street analysts project that BBNX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 19.86, with estimates ranging from a low of 14.00 to a high of 25.00.

Lowest Target
14.00
4.00%
Consensus Target
19.86
47.53%
Highest Target
25.00
85.71%

The consensus 1-year price target stands at 19.86, with estimates ranging from a low of 14.00 to a high of 25.00.

Analyst Consensus Analysis

Upside Potential

+47.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

55.4% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Beta Bionics, Inc. Forward Estimates of Revenue

BBNX · NASDAQ
Latest Revenue
100.25M
FY 2025
Avg Estimate
133.70M
FY 2026
Estimate Range
132.44M - 134.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+33.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Beta Bionics, Inc. Forward Estimates of Net Income

BBNX · NASDAQ
Latest Net Income
-73.20M
FY 2025
Avg Estimate
-83.56M
FY 2026
Estimate Range
-94.71M - -72.42M
Analyst Spread

Forward Growth Analysis

Projected Growth-14.2%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread27%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Beta Bionics, Inc. Forward Estimates of EPS

BBNX · NASDAQ
Latest EPS
-1.81
FY 2025
Avg Estimate
$-2.16
FY 2026
Estimate Range
$-2.34 - $-1.79
Analyst Spread

Forward Growth Analysis

Projected Growth-19.3%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread25%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Beta Bionics, Inc. Forward Estimates of EBIT

BBNX · NASDAQ
Latest EBIT
-73.20M
FY 2025
Avg Estimate
-114.48M
FY 2026
Estimate Range
-115.55M - -113.41M
Analyst Spread

Forward Growth Analysis

Projected Growth-56.4%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Beta Bionics, Inc. Forward Estimates of EBITDA

BBNX · NASDAQ
Latest EBITDA
-73.20M
FY 2025
Avg Estimate
-113.89M
FY 2026
Estimate Range
-114.96M - -112.82M
Analyst Spread

Forward Growth Analysis

Projected Growth-55.6%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Beta Bionics, Inc. Forward Estimates of SG&A Expense

BBNX · NASDAQ
Latest SG&A Expense
92.43M
FY 2025
Avg Estimate
6.38B
FY 2026
Estimate Range
6.32B - 6.44B
Analyst Spread

Forward Growth Analysis

Projected Growth+6803.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Beta Bionics, Inc. Insider Positioning

BBNX · NASDAQ

During the last 12 months, insiders have sold $1.24M worth of BBNX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

41.5K

513.49K

Net Activity

-513K

-$513K

3-6 Months

Bought

0

0.00

Sold

17.5K

378.76K

Net Activity

-379K

-$379K

6-9 Months

Bought

0

0.00

Sold

12.0K

350.89K

Net Activity

-351K

-$351K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
MM

Mensinger Mike

Officer: Chief Product Officer

15.9K shares5 transactions

$379K

2
SS

Saint Sean

Director, Officer: President & Ceo

23.5K shares3 transactions

$351K

3
HM

Hopman Mark

Officer: Chief Commercial Officer

9.4K shares5 transactions

$170K

4
FS

Feider Stephen

Officer: Chief Financial Officer

9.5K shares3 transactions

$144K

5
RSJ

Russell Steven Jon

Officer: Chief Medical Officer

6.3K shares3 transactions

$96K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.24M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$513K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.